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One to One

AAG Wealth Management are your partners for life, helping you achieve your financial goals & aspirations. We work with you, creating a wealth plan to take control of your financial future.

Your Wealth Plan

Financial Peace of Mind

During your 1:1 wealth plan consultation with your AAG partner, you’ll review your current financial circumstances before talking through what you’d like to achieve from your money.

The conversation will cover the following important areas:

  • Pensions & Retirement Planning
  • Saving & Investing
  • Leaving a Legacy
  • Saving Tax Efficiently
  • Planning Around Children
  • Wills, Trusts & Estate Planning
  • Mortgages & Remortgages

 

We welcome you to invite your partner / spouse to your 1:1 wealth plan consultation as we discuss your financial plan for the future. Book your financial review today.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills, along with Trusts, are not regulated by the Financial Conduct Authority.

Book your one to one

AAG Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. AAG Wealth Management is a trading name of AAGSJP Limited, which is registered in England & Wales, Number 04747316.